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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $65,555-59.5% | $86,216-69.2% | $75,173-64.7% |
| Participation rate | 59.2% | 60.5%-1.3pp | 69.0%-9.8pp | 67.2%-8.0pp |
| Annual return | 12.40% | 46.07%-33.7pp | 1169.42%-1157.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $713 | $1,553-54.1% | $2,382-70.1% | $2,671-73.3% |
| Participant deferral / active EE | $2,065 | $3,023-31.7% | $3,986-48.2% | $4,126-50.0% |
| Admin fee / account holder | $3,735 | $5,469-31.7% | $6,853-45.5% | $5,651-33.9% |